JD Merit is thrilled to once again be recognized among the Top 25 Lower Middle Market Investment Banks. We’re honored to serve so many clients by delivering market-leading outcomes.
M&A deals nationally and globally last year were the highest on record, with tech as the leading sector.
Not only do we survey our clients anonymously, but we also survey buyers of our clients’ companies.
Each of the selected senior-level executives demonstrated success and accomplishment during the last 24 months along with leadership in their organizations, while impacting change within their communities.
Many sellers are deeply concerned over confidentiality in an M&A process, and rightfully so. There are several stakeholders that need to be considered in this process, employees, customers, suppliers, lenders, and competitors to name a few. The M&A process is...
Many sellers enter the process of selling their private company with value expectations well above market as well as not being properly prepared. Then they wonder why they regret the results of the sale. You can avoid seller's remorse by doing the following things: 1)...
In an M&A deal, an earn-out is an agreement between the buyer and the seller in which the seller agrees to receive additional payments—usually a percentage of the company's revenue or profits—based on the target company achieving certain financial milestones....
Thirty years as a serial and parallel entrepreneur, having started, acquired, and sold 13 of my own companies after adding 22 acquisitions onto those companies (increasing enterprise value along the way) as well as advising hundreds of companies at JD Merit Investment...
If you're a business owner, you know that retirement is one of the main goals of running a successful company. After all, 75% of business owners equate the sale of their business with retirement. However, many will miss their window based on their state of readiness...
Who benefits from the sale of your company? You! Monetizing your life's work is the penultimate achievement of a CEO / Entrepreneur. Certainly, statistically, most companies will liquidate vs. sell for a multiple of earnings or revenue. Let's look at the shortlist of...
Despite most Middle market firms performing well compared to their larger publicly traded compadres, Interest rates, inflation, and other global considerations are pressurizing M&A values. The anecdote for business owners seeking to exit will be creating space...
When you’re gearing up for—or are in the middle of—the sale or merger of your private company, you are putting yourself into an elite group of entrepreneurs who are achieving what many others have failed to do. Pursuing an exit is hard. It’s even harder when you are...
This may not be the first time you’ve ever asked yourself, “Is he/she the one?” However, picking the right investment bank and lead investment banker to represent your potential deal to the marketplace is one of the most critical decisions you'll make in your...
How Does Your Company Rate? 20 Questions Prospective Buyers Ask Before you put your business up for sale, you need to be prepared to evaluate its status from a number of different perspectives besides your own. Much of what you know about your own company is...
Are You a “BoomerPreneur”? Attention, Boomers! You've built your business, watched it grow, and now you're thinking about a transition—maybe even retirement. Is your future and place in history secured? Does the sale of your business factor into the quality of...
Why a Creative Exit Deal Structure May Be a Good Idea in Today’s Market —Especially a Seller Note Most entrepreneurs dream of selling their company one day, and the dream goes like this: "I received a call from a huge multinational strategic company. They offered me...